Summary
Overview
Work History
Education
Skills
Timeline
Generic

Sheila Lewis

Killeen,Texas

Summary

Orderly and committed Administrative Assistant offering solid skills in customer relations and resilience to handle challenges of fast-paced environments. Bringing detail-oriented and decisive nature with sound judgment, good multitasking abilities and self-motivated nature. Comfortable working alone or with teams to accomplish on-time and accurate clerical tasks.

Overview

15
15
years of professional experience

Work History

Commercial Lending Administrative Asst.

First National Bank Texas
Killeen, TX
01.2021 - 02.2024
  • Answered phone calls and emails to provide information, resulting in effective business correspondence.
  • Entered data into spreadsheets using Microsoft Excel or other similar programs.
  • Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
  • Handled confidential documents in an organized fashion according to established protocol.
  • Managed incoming calls while providing information or transferring callers to appropriate personnel.
  • Maintained office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies.
  • Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
  • Greeted visitors in a professional manner, responding to inquiries and directing them to appropriate personnel.
  • Provided secretarial and office management support while building cooperative working relationships.
  • Responded effectively to sensitive inquiries or complaints.
  • Inventoried and ordered supplies for office.
  • Provided administrative support to the executive team, including scheduling meetings and managing calendars.
  • Scheduled appointments between clients and customers and internal staff members.
  • Ensured efficient operation of office equipment such as printers, copiers and fax machines.
  • Communicated with customers via telephone or email to obtain additional documentation required for loan processing.
  • Prepared loan documents including promissory notes, deeds of trust, mortgage insurance policies and truth-in-lending statements.
  • Provided excellent customer service while responding promptly to inquiries from applicants, lenders and brokers.
  • Created and completed loan submission packages.
  • Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.
  • Monitored progress of each loan application from start to finish ensuring timely completion.
  • Filed completed packages quickly and efficiently.
  • Organized loan files, updated databases, prepared general correspondence and communicated with stakeholders.
  • Compiled closing packages containing all necessary documents required for funding.

Senior Marketing Project Coordinator

First National Bank
Killeen, Texas
04.2012 - 01.2021
  • Prepared reports on campaign progress for presentation to senior management team members.
  • Researched industry trends, competitor activity, and customer feedback to inform strategy decisions.
  • Assisted with the development and implementation of marketing campaigns across multiple channels.
  • Organized, created, and maintained project documentation related to marketing activities.
  • Participated in brainstorming sessions to generate new ideas for promotional materials.
  • Maintained an organized filing system of all documents related to completed projects.
  • Developed a system for tracking budget expenditures related to each project.
  • Conducted research on potential vendors who could provide services related to marketing projects.
  • Arranged shipping logistics for promotional items used in various campaigns or events.
  • Collaborated with creative teams to develop content that supported overall marketing objectives.
  • Provided support in the creation of promotional materials such as brochures, flyers, newsletters.
  • Managed relationships with third-party vendors contracted by the company for specific marketing tasks.
  • Delivered administrative support services to improve marketing efforts.
  • Collaborated with marketing manager to plan out campaign strategies, time tables and guidelines.
  • Planned advertising campaigns for online, print and other mediums.
  • Assessed projects against budgets and timelines, keeping team and assignments on task.

Relationship Banker

Extraco Banks
Temple, Texas
05.2009 - 03.2012
  • Assisted customers by phone and in person by answering banking questions and recommending solutions.
  • Assisted customers with opening new accounts, processing deposits and withdrawals, and providing account information.
  • Processed loan applications and reviewed credit reports for accuracy.
  • Ensured that all documentation was accurate prior to submitting for approval or processing.
  • Maintained a thorough knowledge of bank products, services, policies, procedures, regulations and compliance requirements.
  • Resolved customer inquiries in a timely manner while adhering to all applicable laws and regulations.
  • Handled incoming calls from customers regarding their accounts or banking needs.
  • Actively participated in monthly sales meetings to discuss strategies for increasing sales volume.
  • Performed daily operations such as balancing cash drawers and reconciling transactions.
  • Analyzed customer data to identify potential cross-selling opportunities for additional bank products and services.
  • Developed and maintained strong relationships with customers by providing excellent customer service.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.

Education

High School Diploma -

C E Ellison High School
Killeen, TX
05-1993

Skills

  • Memo Preparation
  • Invoice Processing
  • Expense Reporting
  • Clerical Support
  • Data Entry
  • Office Administration
  • Superior communication and interpersonal skills
  • Superior customer service skills
  • Strong ability to multi-task and switch tasks quickly while staying organized
  • Self-motivated
  • Problem solver and quick learner
  • Enthusiastic and energetic
  • Strong work ethic
  • Flexibility in schedule and job tasks
  • Quick learner
  • Ability to de-escalate customers
  • Tech Savvy - Understand iOS and Android applications
  • Current user of bank technology ie Online Banking, Mobile Deposit Capture

Timeline

Commercial Lending Administrative Asst.

First National Bank Texas
01.2021 - 02.2024

Senior Marketing Project Coordinator

First National Bank
04.2012 - 01.2021

Relationship Banker

Extraco Banks
05.2009 - 03.2012

High School Diploma -

C E Ellison High School

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Sheila Lewis